New England Capital Financial Advisors LLC
All 13F Filings
- Location
- Meriden, CT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 429,590
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 446 | 429,590 | 13F-HR | New England Capital Financial Advisors LLC |
| Q2 2026 | 7/27/2026 | 431 | 418,263 | 13F-HR | New England Capital Financial Advisors LLC |
| Q1 2026 | 4/27/2026 | 425 | 365,267 | 13F-HR | New England Capital Financial Advisors LLC |
| Q4 2025 | 2/2/2026 | 426 | 256,017 | 13F-HR | New England Capital Financial Advisors LLC |
| Q3 2025 | 10/22/2025 | 419 | 235,272 | 13F-HR | New England Capital Financial Advisors LLC |
| Q2 2025 | 8/8/2025 | 421 | 218,488 | 13F-HR | New England Capital Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.77 K | 10.2% | 1.568 K | 0 | 1.568 K |
| ETFs | 385.8 K | 89.8% | 9.774 K | 0 | 9.774 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
429,590
Holdings
446
QoQ value change ($000)
11,327
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.